Nvidia has started producing its Blackwell AI GPUs at TSMC’s plant in Phoenix, Arizona, a significant milestone in the company’s US-based chip production.
The production marks a crucial step in Nvidia’s collaboration with TSMC, the world’s largest chipmaker, which recently announced a $100 billion investment in US chipmaking. Companies within Arizona will handle the packaging and testing of the chips. TSMC’s investment underscores the growing importance of the US in the global semiconductor industry.
TSMC began producing chips using the 4nm process at its Arizona factory in January and plans to manufacture chips with the more efficient 2nm technology by the end of the decade. Nvidia’s Blackwell chips utilize TSMC’s custom 4NP process, as stated on Nvidia’s website. This highlights TSMC’s commitment to advancing its manufacturing capabilities in the US.
Although Nvidia confirmed the production of Blackwell AI GPUs at TSMC’s Arizona plant, the company did not specify which particular Blackwell chips are being produced, leaving uncertainty about the full scope of Nvidia’s production plans at the facility. This includes the latest Blackwell Ultra GB300 chip revealed earlier this year.
In addition to its partnership with TSMC in Arizona, Nvidia is expanding its US presence through other initiatives. The company is teaming up with electronics manufacturers Foxconn and Wistron to build supercomputer production plants in Texas. Nvidia expects mass production at these plants to ramp up over the next 12 to 15 months, indicating a significant scaling of its operations in the region.
Nvidia projects that manufacturing AI chips and supercomputers in the US will positively impact the economy, creating hundreds of thousands of jobs and driving trillions of dollars in economic security over the coming decades. This underscores the potential long-term benefits of Nvidia’s investments in US-based production facilities.
